We are one of the largest independent financial asset managers in Portugal.
We operate in the area of Wealth Management, working with private investors, companies and institutions.

We focus on investment consulting (advisory) and portfolio management (asset management), an activity that is developed within the framework of a close and stable relationship between the client and the relationship manager.

We operate under an executive partnership, which means that all partners are part of the company’s staff and are directly involved in all decision-making.

The extensive experience of our human capital allows us to design different solutions, suitable for different profiles, with different degrees of complexity, always based on the safety, preservation and enhancement of our clients’ assets.

We are authorized, regulated and supervised by the Securities Market Commission. We are also members of the Investor Compensation Scheme.

Atrium Portfolio Managers

Sofia Martins

This department focuses on interpreting complex data sets to provide actionable insights.

Data Analysis

This department manages and oversees the administrative and support functions essential for the organization's operational efficiency.

Back Office Operations

This department focuses on analyzing and improving the efficiency and effectiveness of operational processes.

Operations Department

This department engages and manages relationships with strategic partners to drive collaboration and growth.

Atrium Portfolio Managers

Org chart

Teams

Data Analysis

Back Office Operations

Operations Department

Partnership Management

Offices

Atrium Portfolio Managers

Org chart

Teams

Data Analysis

Back Office Operations

Operations Department

Partnership Management

Offices

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